Catch callers who got a Quest bill the clinic should cover
Members stop getting surprise lab bills. Memberships, charges and balances live in different systems that rarely agree. Catching the mismatches early keeps revenue in and awkward conversations out.
- Saved per case, estimated
- ~20 min
- Roles it helps: billing team and front desk
- 2
- Steps Tabflows handles for your team
- 4
How it runs
Starts: When HelpCare logs a call about a Quest bill.
- Step 1
Match the patient to the Quest order.
- Step 2
Check whether it was billed to the patient or the clinic account.
- Step 3
Create a billing task with order details to dispute.
- Step 4
Note the expected resolution on the callback.
Everything lands for your team to review, so the clinic stays in charge of every decision.
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Log after-hours HelpCare calls on the Charm chart
The morning team knows every overnight call before 8am.
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Prep physician callback dictation from HelpCare call summaries
Callbacks start with context and end documented.
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Turn overnight Helpcare calls into triaged Elation tasks
The morning team starts with every overnight call matched and triaged.
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Send Helpcare call summaries to the patient's care coordinator
Calls reach the person who knows the patient.
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Docs & guides
Tabflows University
Short lessons on running a calmer clinic with the tools you already have.
Learn with Tabflows →Learn with TabflowsDPC operations blog
Our best writing on DPC workflow, front-desk operations and clinic software.
Explore the blog →Explore the blogIntegrations
Every tool Tabflows connects to, and what it can do with each one.
Explore integrations →Explore integrationsCase studies
How DPC and concierge clinics use Tabflows day to day.
Read the stories →Read the stories
Get help from our team
Tabflows engineers
We set this up on your HelpCare and Quest (Quanum) accounts and keep it tuned to how your clinic works.
Hire Tabflows →Frequently asked questions
Will it charge or bill members on its own?
No. It finds and stages the billing work for your billing team and front desk to review before anything is charged, refunded or sent.
Do we need to switch from HelpCare and Quest (Quanum)?
No. Catch callers who got a Quest bill the clinic should cover works inside the HelpCare and Quest (Quanum) accounts your clinic already uses. There is nothing to migrate and no new system for your team to learn.
When does it run?
It starts when HelpCare logs a call about a Quest bill. Tabflows works through 4 steps, and the result lands with your billing team and front desk, saving an estimated 20 min per case.